Sunbelt Securities’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sunbelt Securities’s Portfolio XSLV Stock Details XSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262	Hold	6	–	–	﹤0.01%	2450
2025 Q4	$257	Hold	6	–	–	﹤0.01%	2382
2025 Q3	$255	Buy	6 +1	+20%	+$46	﹤0.01%	2375
2025 Q2	$257	Hold	5	–	–	﹤0.01%	1738
2025 Q1	$251	Hold	5	–	–	﹤0.01%	1734
2024 Q4	$255	Hold	5	–	–	﹤0.01%	1743
2024 Q3	$259	Hold	5	–	–	﹤0.01%	1775
2024 Q2	$233	Hold	5	–	–	﹤0.01%	1698
2024 Q1	$236	Hold	5	–	–	﹤0.01%	1665
2023 Q4	$234	Hold	5	–	–	﹤0.01%	1626
2023 Q3	$207	Hold	5	–	–	﹤0.01%	1695
2023 Q2	$208	Hold	5	–	–	﹤0.01%	1628
2023 Q1	$218	Buy	+5	New	+$227	﹤0.01%	1589

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sunbelt Securities's XSLV Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q1 2026 at 6 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Sunbelt Securities first reported a position in XSLV in Q1 2023 and has held it in 13 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

Sunbelt Securities held 6 shares of Invesco S&P SmallCap Low Volatility ETF worth $262 as of Q1 2026.
Sunbelt Securities left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2450 holding.
Sunbelt Securities first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.